Robertson Stephens Wealth Management 13F: Exits EWT Stake

Robertson Stephens Wealth Management sold its entire position in the iShares MSCI Taiwan ETF (EWT) as reported in a filing on October 16, 2026. The fund's holdings decreased by 61,860 shares, resulting in a complete exit from this investment. This follows a strategy that has seen it move away from certain ETF holdings recently.

What Changed in Robertson Stephens Wealth Management's Position

In this filing, Robertson Stephens Wealth Management reported its stake in the iShares MSCI Taiwan ETF fell from 61,860 shares to 0 shares, a 100% decrease as the firm sold out.

Other Institutional Activity in iShares MSCI Taiwan ETF

There is no recent data on other institutional activity for the iShares MSCI Taiwan ETF as no other funds are reported as having changed their positions in this ETF.

iShares MSCI Taiwan ETF Stock Down 2.7%

The iShares MSCI Taiwan ETF was recently trading at around $106.24, which is about 3.3% below its 50-day moving average of $109.90. However, it is still 16.6% above its 200-day average of $91.09. The stock is currently trading approximately 10.3% below its 52-week high of $118.47, but importantly, it remains 77.2% above its 52-week low of $59.96.

About iShares MSCI Taiwan ETF

The iShares MSCI Taiwan ETF aims to track the performance of large- and mid-cap stocks in Taiwan. It invests primarily in securities that are part of a market capitalization-weighted index, reflecting investments in Taiwan's equity market. This shift by Robertson Stephens highlights its evolving investment strategy, particularly regarding equity sectors in Asia.

Bottom Line

Investors should note that the filing reflects holdings as of the reporting period and may not represent the current position of Robertson Stephens Wealth Management. Further updates may come with future filings. The next earnings report or adjustments in the ETF's holdings may reveal more about the fund's strategy going forward.